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IRA and Retirement Plan Quickfinder Handbook (2015) – #3518

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IRA and Retirement Plan Quickfinder Handbook (2015) - #3518

The tax rules for IRAs and retirement plans can be confusing, as they often differ from plan to plan with important amounts changing each year. The IRA and Retirement Plan Quickfinder Handbook provides quick answers to questions involving eligibility, making contributions, limits on contributions and elective deferrals, covering employees, how distributions are taxed and when they are required, penalties and selecting beneficiaries.
Whether encountering questions when preparing returns or advising a client on his or her retirement plan options, this handbook provides you with the answers you need in a quick-access, easy-to-read format. You’ll also have all the different IRA and retirement plan amounts right at your fingertips.

The IRA and Retirement Plan Quickfinder Handbook covers:

• The ins-and-outs of traditional and Roth IRAs, with numerous examples to illustrate the key features.
• The similarities and differences between SEPs, SIMPLE-IRAs, solo 401(k) and other small business retirement plans, including key factors to consider when choosing a plan.
• What you need to know about how distributions are taxed, how beneficiaries can impact payouts and what’s required for a tax-free rollover.
• Quick answers without having to search through multiple publications or websites.